Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bryce Fredrickson is a financial advisor at Raymond James Financial Services Advisors, Inc. Kevin has been working in the financial industry since 2010. Kevin has a Series 66, Series 7, Series 9, and Series 10 licenses and provides financial planning, pension consulting, and portfolio management services. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
05/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
02/01/2012 - 05/28/2020
WADDELL & REED (LAKE OSWEGO OR)
OR
01/30/2009 - 04/07/2010
WADDELL & REED, INC. (BEAVERTON OR)
BOTH
Issued 02/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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